Difference between revisions of "SQLink - For QuickBooks"

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*[[SQLink - Customers]] - Troubleshouting Customer errors
 
*[[SQLink - Customers]] - Troubleshouting Customer errors
*((SQLink - Vendors)) - Troubleshouting Vendor errors
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*[[SQLink - Vendors]] - Troubleshouting Vendor errors
*((SQLink - Techs and Users)) - Troubleshouting Tech and User erors
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*[[SQLink - Techs and Users]] - Troubleshouting Tech and User erors
*((SQLink - Inventory)) - Troubleshouting Inventory errors
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*[[SQLink - Inventory]] - Troubleshouting Inventory errors
*((SQLink - Invoices)) - Troubleshouting Invoicing errors
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*[[SQLink - Invoices]] - Troubleshouting Invoicing errors
*((SQLink - Payments)) - Troubleshouting Payment errors
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*[[SQLink - Payments]] - Troubleshouting Payment errors
*((SQLink - Tech Time)) - Troubleshouting - Tech time entry errors
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*[[SQLink - Tech Time]] - Troubleshouting - Tech time entry errors
*((SQLink - Purchase Orders)) - Troubleshouting - Purchase Order errors
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*[[SQLink - Purchase Orders]] - Troubleshouting - Purchase Order errors
*((SQLink - Subcontractor Bills and PO's)) - Troubleshouting - Subcontractor Billing and Purchase Order errors
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*[[SQLink - Subcontractor Bills and PO's]] - Troubleshouting - Subcontractor Billing and Purchase Order errors
*((SQLink - TroubleShooting Connection Issues)) - Troubleshooting Connection Issues with SQLink
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*[[SQLink - TroubleShooting Connection Issues]] - Troubleshooting Connection Issues with SQLink

Revision as of 16:37, 14 July 2014

SQLink for QuickBooks:

SME to QuickBooks Link Synchronization Tool Definitions:

1) QB: QuickBooks® by Intuit® 2) SME: Service Management Professional (version 5) by High 5 Software™ 3) SQLink: SME to QB synchronization program by High 5 Software™


SQLink for QuickBooks is a robust syncing engine linking SME and QuickBooks information. The sync process encompasses four programs:


  • SME – Service Management Enterprise
  • SQLink – SME to QuickBooks Import- Export data engine.
  • QuickBooks by Intuit – all versions from 2004 to the current year. (Note: We have encountered some issues syncing with unsupported versions of QuickBooks . Review the following link regarding Intuit Sunset policies. [1]
  • QBFC – QuickBooks File Connector XML parsing engine. Runs behind the scenes.


The following information covers SME to QuickBooks Sync Points, SQLink Initial Setup, and a module list covering setup, optional settings, and troubleshooting common errors.


Sync Points for SQLink - Sync points between SME and QuickBooks

Initial Setup for SQLink - Running SQLink for the first time with your QuickBooks file


Performing the sync. The sync process can be performed in two ways:
SQLink Full Sync - How to perform the full sync process. SME to QuickBooks and QuickBooks to SME.


Module Sync - How to perform a module by module import/export or manual sync.


QuickBooks lists have character length limitations. THe following page outlines the field length differances between SME and QuickBooks.


SQLink - QuickBooks Name Length limitations - QuickBooks Name Length Limitations.


The following details will be updated soon.

Sync details by module


  • SQLink - Customers - Customer syncing details
  • SQLink - Vendors - Vendor syncing details
  • SQLink - Employees and Technicians - Employee and Technician syncing details
  • ((SQLink - Inventory)) - Inventory syncing details
  • ((SQLink - Invoices)) - Invoice syncing details
  • ((SQLink - Payments)) - Payment syncing details
  • ((SQLink - Tech Time)) - Tech syncing details
  • ((SQLink - Purchase Orders)) - Purchase Order syncing details
  • ((SQLink - Subcontractor Bills and PO's)) Subcontractor syncing details


Troubleshouting errors by module